Summary
The fund seeks capital appreciation by investing in small-size companies in the United States.
The fund manages assets with the help of two sub-advisers namely Los Angeles Capital Management and Equity Research, Inc. and Ranger Investment Management, LP.
The sub-advisers employ different strategies with respect to separate portions of the Portfolio.
The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.
The sub-advisers’ investment process start
Link
Directors
Mar 15, 2024- Edward Gubman
- George J. Zock
- Jason Schwarz
- Roger A. Formisano
- Elizabeth Ann Levy-Navarro
- Matthew E. Forstenhausler
Chief Compliance Officer
- Benkai Bouey
- Sandy Choi
Fund Manager(s)
- Thomas Stevens
- W. Doenges
- Daniel Allen
- Hal Reynolds
- Joseph LaBate
- Andrew Hill
- Daniel Arche
- Jeffrey Harrison
Price
Company Name |
Holding |
| ANI Pharmaceuticals Inc | 0.6 % |
| More |
Documents
Performance
YTD
-
3 Year
-50.83%
5 Year
-30.42%
Best
41.62%
2013
Worst
-43.06%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 5.6% | 8.2% | -15.5% | -20.5% | -24% | 14.6% | 0.8% | 3.7% | -0.3% | 8% |
| Q2 | -4.5% | 5.1% | -19.2% | 41.7% | 27.1% | 4.8% | 10.4% | 1.7% | 4.8% | 0.8% |
| Q3 | - | -6.5% | -0.7% | -26.9% | -5.4% | -2.2% | 5.5% | 4.5% | 8.6% | -8.1% |
| Q4 | - | 12.6% | -16.1% | 2.9% | 26.7% | 6.1% | -19.3% | 2.2% | 6.5% | 2.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.3% | 6.6% | 2.5% | -5.3% | - | - | - | - | - | - | - | - |
| 2023 | 10.4% | -0.6% | -1.5% | -0.9% | -0.6% | 6.7% | 3.8% | -3.6% | -6.5% | -8% | 9.7% | 10.1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 18% | -43% | -15% | 16% | 25% | -8% | 14% | 21% | 3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WSMGX | - | 18% | -43% | -15% | 16% | 25% | -8% | 14% | 21% | 3% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | - | 18% | -11% | -18% | -18% | -2% | 2% | -7% | 11% | 5% |